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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,540 |
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 · EIN 56-1606387 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Contract Administrator | $6,524 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,675 | $58,312+10.9% | $86,656-25.4% | $71,529-9.6% |
| Participation rate | 66.4% | 65.0%+1.3pp | 71.7%-5.4pp | 67.9%-1.6pp |
| Annual return | 15.65% | 24.08%-8.4pp | 593.09%-577.4pp | 28.97%-13.3pp |
| Employer contribution / active EE | $2,006 | $2,576-22.1% | $3,025-33.7% | $2,590-22.5% |
| Participant deferral / active EE | $3,479 | $3,439+1.2% | $4,439-21.6% | $4,291-18.9% |
| Admin fee / account holder | $236 | $1,057-77.7% | $5,619-95.8% | $1,588-85.2% |